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Workamajig Integrations

Project Management

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Pipeline CRM

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

SharpSpring

Marketing Automation

Google Sheets

Google, Spreadsheets

Google Contacts

Contact Management, Google

Pipedrive

CRM (Customer Relationship Management)

PandaDoc

Asana

Project Management

Microsoft Teams

Microsoft, Team Chat

Pipeline CRM

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

SharpSpring

Marketing Automation

Google Sheets

Google, Spreadsheets

Google Contacts

Contact Management, Google

Pipedrive

CRM (Customer Relationship Management)

Pipeline CRM

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

SharpSpring

Marketing Automation

Google Sheets

Google, Spreadsheets

Google Contacts

Contact Management, Google

Pipedrive

CRM (Customer Relationship Management)

PandaDoc

Asana

Project Management

Microsoft Teams

Microsoft, Team Chat

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Quickly automate Workamajig integrations with Zapier's templates

Create opportunities in Workamajig for new HubSpot companies
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HubSpot + Workamajig
Send new Workamajig activities as Slack channel messages
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Workamajig + Slack
Add new Workamajig contacts to a list HubSpot
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Workamajig + HubSpot
Add new Workamajig opportunities to HubSpot Deals
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Workamajig + HubSpot

Add new SurveyMonkey responses to Workamajig activities
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SurveyMonkey + Workamajig

Add new subscribers in Mailchimp to Workamajig's marketing group
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Mailchimp + Workamajig

Create opportunities in Workamajig for new HubSpot companies

HubSpot + Workamajig

Send new Workamajig activities as Slack channel messages

Workamajig + Slack

Add new Workamajig contacts to a list HubSpot

Workamajig + HubSpot

Add new Workamajig opportunities to HubSpot Deals

Workamajig + HubSpot

Add new SurveyMonkey responses to Workamajig activities

SurveyMonkey + Workamajig

Add new subscribers in Mailchimp to Workamajig's marketing group

Mailchimp + Workamajig

Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is created.
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Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
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Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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- SubjectRequired
- Linked Contact
- Linked Lead
- Opportunity Key
- Completed
- Private
- Activity Date
- Linked Company
- Activity Type
- Notes
Action
Write

- Active
- Comments
- Update Existing
- Company NameRequired
- Phone
- Fax
- Website
- Address1
- Address2
- City
- State
- Postal Code
- Country
- Primary Contact
- Company Owner
- Company Type
- Source
Action
Write
- First NameRequired
- Last NameRequired
- Middle Name
- Salutation
- Company Name
- Phone
- Cell
- Title
- Email
- Assistant
- Assistant Phone
- Assistant Email
- Birthday
- Spouse Name
- Children
- Anniversary
- Hobbies
- Twitter Id
- LinkedIn Url
- Comments
Action
Write

- Lead Key
- First Name
- Last Name
- Company Name
- Title
- Phone
- Cell
- Email
- Birthday
- Business Address 1
- Business Address 2
- Business Address 3
- Comments
- GL Company
Action
Write
- SubjectRequired
- Competitors
- Sale Amount
- Probability
- Outside Gross Cost
- Outside Cost Percentage
- Media Gross
- Media Percentage
- Agi
- Sub Amount
- Margin
- Bid Date
- Start Date
- Estimated Close Date
- Actual Close Date
- Company Key
- Comments
- Bid
- Contact Name
- Linked Company Name
- Status
- Stage
- Opportunity Owner
Action
Write

Updated Company
Triggers when a company is updated.
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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Update Lead
This trigger gets called when a lead is updated in Workamajig
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Instant
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Update Opportunity
Triggers when an opportunity is updated.
Trigger
Instant
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- EmailRequired
- Group Name
- Group Key
Action
Write
- First NameRequired
- Contact Owner
- Last NameRequired
- Middle Name
- Salutation
- Phone
- Cell
- Title
- Email
- Company Name
- Linked Company Name
- Assistant
- Assistant Phone
- Assistant Email
- Birthday
- Children
- Spouse Name
- Anniversary
- Hobbies
- Twitter Id
- LinkedIn Url
- Comments
Action
Write
- First Name
- Last Name
- Company Name
- Title
- Phone
- Cell
- Email
- Birthday
- Business Address 1
- Business Address 2
- Business Address 3
- Comments
- GL Company
Action
Write
- SubjectRequired
- Contact Name
- Opportunity Owner
- Linked Company Name
- Status
- Stage
- Current Status
- Competitors
- Sale Amount
- Probability
- Comments
- Outside Gross Cost
- Outside Cost Percentage
- Media Gross
- Media Percentage
- Agi
- Sub Amount
- Margin
- Bid
- Bid Date
- Start Date
- Estimated Close Date
- Actual Close Date
- Company Key
Action
Write

About Workamajig

Workamajig Creative Manager now allows you to add contacts, companies, opportunities and activities to the CRM module.

Related categories

Project Management